Financial Insights, Inc.
TACOMA WA · SEC CIK 0001642058
$3.09亿2026Q1 申报市值
130持仓数
56.4%前十大占比 · 第一大 13.3%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$392.79万
DBEF 加仓+$147.72万
QQQ 加仓+$142.22万
SPSM 加仓+$101.75万
SCHD 加仓+$96.26万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$107.84万
MSFT 减仓-$91.99万
BRK/B 重新持有-$65.27万
BND 清仓-$27.47万
IVV 减仓-$27.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $30.46万 | 0.10% | 3,434 | 100 | 3.0% | $8,871 | 加仓 |
| BA | BOEING CO | $30.14万 | 0.10% | 1,514 | 44 | 3.0% | $8,760 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $30.12万 | 0.10% | 1,750 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $29.46万 | 0.10% | 1,527 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $29.05万 | 0.09% | 697 | -213 | -23.4% | -$8.88万 | 减仓 |
| HD | HOME DEPOT INC | $28.78万 | 0.09% | 875 | 11 | 1.3% | $3,618 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.67万 | 0.09% | 1,183 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $28.22万 | 0.09% | 736 | 736 | — | $28.22万 | 新建仓 |
| IGM | ISHARES TR | $27.01万 | 0.09% | 2,279 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ETF TR | $26.86万 | 0.09% | 2,715 | -101 | -3.6% | -$9,991 | 减仓 |
| AMLP | ALPS ETF TR | $26.37万 | 0.09% | 5,010 | 20 | 0.4% | $1,053 | 加仓 |
| TJX | TJX COS INC NEW | $25.92万 | 0.08% | 1,623 | -54 | -3.2% | -$8,624 | 减仓 |
| SDY | SPDR SERIES TRUST | $25.01万 | 0.08% | 1,714 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $24.85万 | 0.08% | 11,600 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $24.82万 | 0.08% | 1,080 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $24.71万 | 0.08% | 2,237 | 2,237 | — | $24.71万 | 新建仓 |
| DE | DEERE & CO | $24.33万 | 0.08% | 432 | 1 | 0.2% | $563 | 加仓 |
| SUSA | ISHARES TR | $24.31万 | 0.08% | 1,840 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $23.95万 | 0.08% | 3,563 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $23.66万 | 0.08% | 5,250 | -10 | -0.2% | -$451 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.51万 | 0.08% | 4,852 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.38万 | 0.08% | 824 | 44 | 5.6% | $1.25万 | 加仓 |
| — | AMPLIFY ETF TR | $22.90万 | 0.07% | 3,466 | -20 | -0.6% | -$1,322 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $22.47万 | 0.07% | 1,716 | -15 | -0.9% | -$1,964 | 减仓 |
| TQQQ | PROSHARES TR | $22.23万 | 0.07% | 5,333 | 195 | 3.8% | $8,128 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.74万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $21.36万 | 0.07% | 5,916 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.26万 | 0.07% | 1,445 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $20.65万 | 0.07% | 1,044 | -500 | -32.4% | -$9.89万 | 重新持有 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.53万 | 0.04% | 10,600 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,708 | -100.0% | -$27.47万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -872 | -100.0% | -$23.10万 | 清仓 |
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -833 | -100.0% | -$20.09万 | 清仓 |